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Do's and Dont's When talking with ercg client!

#1. If the client contacts you "Listen to them". use this answer below for all inquiries!


DO EXPLAIN TO THE CLIENT OUR SITUATION USING THIS BELOW...


Mr. Mrs... ____,

I wish I could assist further, but I am not part of the accounting department and do not have insight into their invoicing process, in fact I was unaware of this issue. 

The agreement is between you and ERC GUARANTEED...all I can do is direct you to contact them.  The contact information is on the email you received with the invoice!

FYI...

Contact Rubi Flores for Assistance:   

Rubi Flores
Accounting & Billing, ERC Guaranteed

(773)461-2512   ERCguaranteed.com

 rubi@ercguaranteed.com


Under no conditions is a rep/affiliate to call, email or talk to ANYONE at ERCG with or without a client!

If you feel you must speak to someone enter a message in our Communication Portal at https://shorturl.at/AIWZ0 and we will get back to you.

#2. DO NOT EVER give any legal or accounting advice. WHY? See EMAIL FROM one of the ERCG owners!

 

🚨 Do not, under any circumstances, provide legal or accounting advice.

Why? Refer to the email below from one the ERCG owners for clarification. 


Don
You are not allowed to give any legal or accounting advice.  Please understand that All you can do is direct them to speak with us. 
 


#3. DO NOT JEOPARDIZE EVERYONE'S COMMISSIONS!

 See email below from Orlando Benavides
Tax Credit Advisory Manager - (Legal Liaison to Tax Attorneys),

……, I just spoke to………………. who stated that under your advice he should try to negotiate the interest that we are retaining to compensate our attorney since it is a bonus fee for us. By making these false claims, you are violating your affiliate contract, and any "negotiations" will be deducted from your referral commission. The interest retained is being used to compensate our attorneys, and obviously since your client is holding a check, our expediting services were successful. Also, the only reason why we are even talking about interest is because our attorneys were able to demand the IRS to add this on top of their ERC amounts received. Don, make sure all your reps understand they will be violating their affiliate agreements if this continues to happen, thanks

          

Orlando Benavides
Tax Credit Advisory Manager - (Legal Liaison to Tax Attorneys), 

Only If you must send information to a client!

Copy and paste in email to send to your clients with concerns...

Dear (Client)

I wish I could assist further, but I am not part of the accounting department and do not have insight into their invoicing process. in fact, I was unaware of this issue, and we cannot provide legal or accounting advice. 

The agreement is between you and ERC GUARANTEED...all I can do is direct you to contact them.

For detailed inquiries, I recommend reaching out to Rubi Flores, who is equipped to provide the necessary guidance. 

Rubi Flores Contact Details for Assistance:
Rubi Flores
Accounting & Billing, ERC Guaranteed

 rubi@ercguaranteed.com
Website: ERCGuaranteed.com

The following is affiliate login for ERC Guaranteed/IRSPLUS!

https://setc.irsplus.com/affiliate/

Here is your Affiliate login https://setc.irsplus.com/affiliate/

If you don't have this information, you can always google IRSPLUS-affiliate login. 

This will bring you to the correct place. 

Contact Information for ERCG/IRSPLUS clients

Provide to ERCG/IRSPLUS clients!

In order for the on boarders to maximize their time Reps do not call or schedule appointments!

WHAT SHOULD YOU KNOW ABOUT HELPING THEM?

ERC CLIENTS PAYING INVOICES

Attention‼️ The following information is for ERC Guaranteed clients only regarding paying their invoice. Please text or email this to all your ERCG clients.               

Our Mission

Help your clients avoid late fees and high interest!

COPY, PASTE, AND EMAIL THIS MESSAGE TO YOUR ERCG CLIENTS

 Hi,

I hope this message finds you well. I am reaching out to inform you that the IRS has recently resumed processing Employee Retention Credit (ERC) refunds. As you may be aware, there was a prolonged pause in processing, resulting in a considerable backlog. The positive news is that, while processing remains slow, it is now progressing.
As you begin receiving your checks from the IRS, please be mindful of important information regarding payment timelines. Under the terms of the agreement with ERC Guaranteed (the firm that filed on your behalf), your invoice payment is due within 10 days to avoid late fees. Please note that these fees can be substantial and may increase with further delay. We want to ensure you have this information to help you avoid any unnecessary charges. Thank you for your prompt attention to this matter.

*Additionally, if you receive any correspondence from the IRS, kindly forward it to orlando@ercguaranteed.com to ensure prompt attention and resolution.

Best regards,
[Your Name]  

Important note on payment options

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